Securities code: Bgi Genomics Co.Ltd(300676) securities abbreviation: 300676
Bgi Genomics Co.Ltd(300676) record of investor relations activities
No.: 2022-001
Investor relations activities □ specific object research □ analyst meeting
Don't □ media interview √ performance briefing
□ press conference □ Roadshow
□ site visit √ others (telephone exchange meeting)
Name and participants China Industrial Securities Co.Ltd(601377) : Sun Yuanyuan, Zhao Peisen, Zhang Eucalyptus; Danshui spring Investment: Lin Shenglan; Huaxia Fund: Zhang Fan; BlackRock: Qin Yaohan; Gaolin capital: you Dandan; Everyone asset management: Qian Yi; Member name: Boyuan Fund: Tan Fei; CCB Fund: Zheng Dingyuan; Dacheng Fund: Ma Yueyang; CITIC asset management: Wei Wei; ABC life: Zhao Jing; Guangfa Fund: Wang Yan; Ping An Bank Co.Ltd(000001) : Liu Chengcheng, Zhu Yan; Cisi: Han Bing; Shandong Hi-Speed Company Limited(600350) capital: Vicky Zhu; Stillbrook：Jonah； Wen Bo Qisheng: Xing Yi and other 106 people.
Time: 15:00-16:00, January 28, 2022
Venue: conference room Bgi Genomics Co.Ltd(300676) No. 136, Beishan Road, Yantian District, Shenzhen, Guangdong Province
Yin ye, vice chairman of the reception staff of listed companies; CEO Zhao Lijian; Du Yutao, deputy general manager; Chen Weijun, deputy general manager; Name: Wang Hongqi, deputy general manager; Li Ning, deputy general manager; Zhu Shida, deputy general manager; Liu Na, deputy general manager; Xu Qian, deputy general manager and Secretary of the board of directors; Chief financial officer Wang Yujue; Huo Shoujiang, director of human resources; Ma Jinmin, senior manager of R & D technology
This activity is a performance presentation meeting of Shenzhen Bgi Genomics Co.Ltd(300676) Co., Ltd. (hereinafter referred to as the company or Bgi Genomics Co.Ltd(300676) ) after the release of the annual performance forecast in 2021. The activity adopts the form of online teleconference. The management and investors of the company have an in-depth exchange on the company's annual operating performance and related business conditions in 2021, It also looks forward to the future strategic development prospect of the company.
Investor relations activity I. questions and replies about investors
How to view the impact of Omicron on global epidemic prevention and control. 2?
A: the company pays close attention to the covid-19 epidemic situation. The spread of Omicron has also brought changes in epidemic prevention strategies in some countries or regions. Recent relevant studies show that Omicron is more infectious but less pathogenic. Covid-19 virus is an RNA virus with strong variability. At present, the demand for normalized prevention and control of the global epidemic still exists.
In terms of covid-19 virus detection, the company has formed a multi product coverage system including virus sequencing, nucleic acid detection, nucleic acid rapid detection, antigen rapid detection, antibody rapid detection and neutralizing antibody detection, which can meet different use needs and application scenarios.
The epidemic brought not only covid-19 testing related businesses, but also highlighted the importance of preventive medicine, awakened everyone's public health concept of prevention over treatment, and made it truly rooted in the hearts of the people. The company is seizing the opportunity of building and expanding the global precision medicine service system in the post epidemic era, increasing the international business layout and increasing the product reserve for overseas expansion of conventional business. Relying on the "eye of fire" laboratory platform, the company will focus on public health projects, promote localization cooperation schemes in stages and establish a regional local closed-loop value chain, Through the clinical application of "screening, diagnosis and treatment", we can empower the global healthy development with engineering, standardized and standardized technology and services.
2. Covid-19 epidemic has caused certain pressure on the economy of local governments. Will the company's livelihood projects be affected to some extent?
A: Overall, the impact is limited. Since covid-19 epidemic, some livelihood projects may be delayed, but the overall development trend has not changed.
From the macro environment, although the covid-19 epidemic has had an impact on the global economy, China is one of the countries with the best epidemic control in the world, and has become the first major economy to recover positive economic growth since the epidemic. The stable and good economic fundamentals will promote the steady progress of relevant livelihood projects.
From the perspective of industrial policy background, under the guidance of the general goal of the national strategy of "healthy China", the general secretary further proposed that people's health is an important symbol of national prosperity and national prosperity. He repeatedly stressed that people's health should be given priority to development, and the "people's life and health" should be effectively promoted into the "four aspects". In recent years, the life and health industry, especially the "prevention oriented" public health model, has received a lot of policy support.
From the perspective of the implementation effect of Bgi Genomics Co.Ltd(300676) people's livelihood project, the company has significantly reduced the cost of testing services and solved the problem of testing accessibility by optimizing product costs and marketing expenses, on the premise of strictly abiding by the quality control and maintaining a reasonable profit level. Its health economic benefits are remarkable and has been affirmed by the governments and people in many places. Taking Hebei Province as an example, the project of genetic health screening has been included in one of the government's 20 livelihood projects for three consecutive years. This kind of high-end testing project in the original market has been transformed into a general screening project serving public health through the organization mode of large population testing, which has become a livelihood fact that truly benefits the public. Recently, Bgi Genomics Co.Ltd(300676) the 101st project landed in Yuanling County, which also means that Huada's "infatuation and benefiting the people's livelihood" has ushered in a new starting point.
3. Did the covid-19 epidemic spread in China in the second half of 2021 have an impact on the population enrollment of the company's large-scale project?
A: the overall impact is small. In June 2021, the company won the bid for the procurement project of the whole genome sequencing plan for 100000 patients with rare diseases in West China Hospital of Sichuan University. By the end of 2021, the project has been officially launched and orderly promoted, which will help promote the development of gene technology to support clinical scientific research and support the progress of global life science research.
4. How is the commercialization and promotion progress of MRD products of the company?
A: the company's huajianwei ™- Tumor MRD customized detection product is a clinical level personalized pan solid tumor monitoring product, which has the advantages of ultra-high depth, personalization and high sensitivity. In 2022, the company will arrange professional teams in key large cities to promote MRD products, mainly covering colorectal cancer, lung cancer and liver cancer, and carry out medical research around the unmet clinical needs; Explore the clinical research of some other cancer species that have obtained some medical evidence abroad; It is expected to complete the expert consensus of MRD in the direction of colorectal cancer in the next 1-2 years.
5. How does the company ensure market competitiveness in the field of tumor prevention and control?
A: with the cutting-edge progress of tumor research and the rapid development of detection technology, early tumor diagnosis based on new molecular detection technology has become possible. The company has rapidly arranged the field of early screening of tumors, and has completed the development and listing of colorectal cancer and liver cancer products (the trade names are huachangkang respectively) in 2019-2020 ® Noninvasive colorectal cancer gene detection, huaganning ® Noninvasive liver cancer screening (gene testing). At present, the prototype development of multi cancer detection technology has been completed, and the qualification application of relevant products has been promoted at the same time. In terms of Chinese qualifications, HPV testing products and lung cancer tissue testing products have been approved; The qualification applications for colorectal cancer detection, BRCA gene detection products, lung cancer ctDNA liquid biopsy products, pan cancer large panel detection products, homologous recombination defect (HRD) detection products, tumor minor disease residue (MRD) detection products are all in the process of promotion. In addition, in the past two years, the company's tumor detection products have also obtained a number of Qualification Access overseas, which has laid an important foundation for international business development.
Bgi Genomics Co.Ltd(300676) cancer prevention and control business is ahead of enterprises in the same industry in terms of technological innovation, model innovation and global layout. In terms of technological innovation, the company's colon cancer early screening products are technically developed for the unique genetic loci of Chinese people, which have been verified by a large-scale population, and the product performance is excellent. In terms of model innovation, Bgi Genomics Co.Ltd(300676) launched HPV detection products, which is the first way to realize self sampling by gene sequencing in the world, which is very consistent with the current situation of China's vast territory and uneven distribution of medical resources; In addition, the company's joint partners launched the "two cancer" (cervical cancer and breast cancer) screening smart car, and sent the screening technology to remote areas, which solved the pain spot of China's "two cancer" screening. In terms of global layout, the company's colon cancer auxiliary diagnosis and detection kit, lung cancer CT DNA detection kit, solid tumor multi gene joint detection kit and other products have obtained the EU CE access qualification, the colon cancer detection products have obtained the UK MHRA access qualification, and the colon cancer detection products and lung cancer detection products have been approved for listing by the food and Drug Administration of Saudi Arabia.
Based on the independent research and development technology with leading performance, the cost advantage of domestic sequencing platform, efficient laboratory engineering construction and operation experience and large-scale automatic detection ability, the company plans to continue to promote the provincial and municipal cancer prevention and control project, and form tumor multi omics early screening big data and real and effective health economics data model, Establish regional demonstration results and sustainable business models, and redefine the new paradigm of global cancer prevention and control.
6. What is the company's strategy for the marketization of overseas business?
A: in the past two years of global anti epidemic actions, the engineering ability of the company to provide comprehensive solutions for large-scale testing has been reflected all over the world. In the post epidemic era, the company will continue to promote the accelerated landing of conventional business overseas, and strive to transform the potential energy of BGI's global anti epidemic into the driving force of conventional business development. In terms of market strategy, the company will rely on the medical device quality management system certification (ISO 13485:2016), establish an overseas product center with CE qualification declaration as the core, and strengthen the overseas localization development strategy. The products provided by the company based on different flux technologies have filled the technical gap in the field of infection prevention and control in many countries.
At present, the company has established an IVD reagent production plant in Ethiopia, Africa, and the Saudi "fire eye" laboratory is also gradually exploring the transformation from covid-19 detection to routine business-related detection. The company's thalassemia gene detection, colon cancer detection products Lung cancer detection products and neonatal genetic metabolism screening products have been approved by the food and Drug Administration of Saudi Arabia for listing, laying the foundation for long-term localization development and cooperation in the Middle East. From the point of view of overseas business products, at present, many conventional products of the company have acquired the qualification of access overseas, including products such as land poverty, lung cancer, colorectal cancer and common infectious diseases. All products have been approved by CE, and the products of colon cancer detection have been approved by the United Kingdom. The non-invasive prenatal genetic testing products have been granted India access qualification. Recently, the full-automatic PCR analysis system PM easy lab obtained the first ivdr CE admission qualification.
The company will develop specific product applications according to the population characteristics, medical development status and other actual conditions of each country or region, and enable the global healthy development with engineering, standardized and standardized technologies and services.
7. What are the competitive barriers of metagenome sequencing products?
A: the company took the lead in transforming metagenomics analysis technology into clinical detection application worldwide, and launched the main product "pmseq" based on metagenomics high-throughput sequencing technology ® High throughput gene detection of pathogenic microorganisms. PMseq ® High throughput gene detection of pathogenic microorganisms can directly conduct high-throughput sequencing of infected samples, obtain the species information of suspected pathogenic microorganisms through comparison of special microbial databases and intelligent algorithm analysis, and provide comprehensive and in-depth report analysis, so as to provide rapid and accurate diagnosis basis for difficult and critical infections and promote the rational use of antibiotics. The product can directly detect the pathogen samples not isolated and cultured, which effectively shortens the detection time and improves the positive detection rate compared with the traditional culture method; The detection range covers more than 12000 pathogens, realizing wide coverage of pathogens; The detection flux is high, which can realize the batch detection of samples; The detection accuracy is high, and the pathogen can also be accurately detected for mixed infection and rare special infection. Based on the advantages of independent platform, algorithm and database, the amount of test data of the company's products is much higher than that of other similar enterprises, and has certain advantages in the positive detection rate. In addition, the company also took the lead in launching the pmseq datician pathogen expert analysis system with independent intellectual property rights, which effectively improves the timeliness and accuracy of analysis, can help the hospital realize localized intelligent bioinformatics analysis, and truly let the macrogenome detection products land in the hospital. By the end of June 2021, the company's pmseq ® The series of products have provided testing for nearly 170000 people. 2、 Management message
2021, public
